💻
Tonomo
  • 💡How to Use this Guide
  • 🎓Onboarding Guide
  • ▶️Get to Know Tonomo
  • 🚀Getting Started
  • Users
    • Add and Configure your Users
    • User Data
    • Export Users
    • Import Users
    • Brokerages Management
    • Referrals
    • Credit and Debit
    • Getting Agents to Book Themselves
    • Order Dashboard
  • Services and Packages
    • Displaying your Pricing
    • Services
    • Packages
    • Custom Packages
    • Booking Flows
    • Additional Service Details
    • Checklist Configuration
    • Contractor
    • Notifications
  • Invoicing
    • Sales
    • Payments
  • Coupons
  • Order Management
    • Order Management Overview
    • Edit Columns
    • Orders Management Filter
    • Booking Orders
    • Adding Services After Booking
    • Removing Services After Booking
    • Cancelling Orders
    • Payment Errors
    • Delivery
      • Asset Delivery
      • Edit Delivery Links
      • Raw Folders
      • Matterport Delivery
    • Project Chat Checklists
    • Set a Service as an Escalation
    • Updating the Address After Booking
  • General Settings
    • Localization Settings
    • Domain Settings
  • Scheduling
    • How to Set Up the Calendar Integration
    • Scheduling Configuration
      • Integrated Booking
      • Photographer Availability
      • Service Zones
      • Photographer Skillsets
      • Photographers Priority
      • Prevent Last Minute Bookings
      • Send two Photographers
      • Allow Customers to Reschedule and Cancel on their Own
    • Smart Scheduling
    • Changing Scheduling Details
      • Reschedule an Existing Appointment
      • Change Photographers after Booking
      • Add Additional Customers to Calendar Event
      • Add New Appointment to Existing Appointment
      • Change Calendar Description After Booking
      • Create Calendar Event After Postponing or Cancelling
    • Twilight Shoots
    • Embed Booking Flow
    • Photographer Schedule
    • Calendar/Tonomo Mismatch
    • Scheduling a Due Date
  • Reporting
    • Orders Reporting
    • Contractor Reporting
    • Domains Reporting
    • Video Render Reporting
    • Missed Scheduling
  • Agent Communication
    • Intro to Templating
    • Variables
    • Display Each Item
    • SMS/Text Message Template
    • Configuring Email DNS Records
    • Managing Booking Confirmation Emails
  • Frequently Asked Questions
    • FAQ
  • Single Property Websites
    • SPW Walkthrough
    • Adding Media
  • Integrations
    • Tonomo Video Integration
    • Zapier
      • Slack Automation
    • Creating Orders Through Webhooks
    • Slack
  • Tonomo Privacy Policy
    • Privacy Policy
Powered by GitBook
On this page
  • Why doesn't my service show up?
  • How to add a custom item to an invoice
  • Why doesn't my add-on show up?
  • First Method
  • Second Method
  • How do agents reschedule and cancel their order?
  • What are the different ways to create an order?
  • Book a new order
  • Creating new orders through the scheduler
  • Reserving timeslot through the scheduler
  • Create a blank order - Manual Method
  • Why am I not receiving the calendar invite for my shoot?
  • How do I reconnect/change my Dropbox account?
  • How do I import users to Tonomo?
  • Will the text message be scheduled along with the completion email when I set the schedule?
  • How to create a password for an agent account?

Was this helpful?

  1. Frequently Asked Questions

FAQ

PreviousManaging Booking Confirmation EmailsNextSPW Walkthrough

Last updated 1 month ago

Was this helpful?

Why doesn't my service show up?

To add the missing service to your booking page, simply click and drag services from the right-hand bar into a category on the left.

How to add a custom item to an invoice

Why doesn't my add-on show up?

Every add-on service must be tied to a core service. You will have two options to do that.

First Method

This method allows you to link your add-on services to any core service. Whether it be photography, videography, or any core service within your portal.

You need to edit your add-on service again and enable the "Link add-on to specific services". In order to do that, you need to click Configure Booking > Services and then edit the add-on services.

You will then see the "Link add-on to specific services" section. Just tag the core service, hit save, and the add-on will appear when the customer chooses that service.

Second Method

Unlike the first method, where you can link your add-on to any core service, this method will allow you to only link your add-on to a category in the booking flow.

Navigate to Configure Booking > Booking Flows and click Edit.

Under the services section, you will see your different categories and the services on your right side. You will have to identify your add-on service and drag it into the category you want it to appear in.

Example: In the photo below, the add-on service is 2D Layout. Dragging this add-on to the Photos category will link it to any core services under this category.

How do agents reschedule and cancel their order?

Agents who have successfully booked an order will promptly receive a detailed email containing their order status. This email provides them with convenient options to either reschedule or cancel their order. Additionally, the email includes comprehensive information encompassing booked services and packages, property details, and the associated invoice, ensuring a comprehensive overview of their transaction.

You won’t be charged by tonomo for cancelled and archived orders.

What are the different ways to create an order?

You can book with us using four different methods:

This method is the recommended way to book because it works with all the automation that we have within Tonomo and ensures that the order is booked with all the required fields.

This method allows you to book directly on a photographer's calendar. This offers more flexibility in terms of scheduling than using the booking flow. There are fewer options and distractions like thumbnails and descriptions.

This method creates a hold on a photographer's calendar. You can use this method to reserve a slot for a customer's order when you know the time and date they want, but not the property details.

We do not recommend booking through this method for real estate listings. This will allow you to create a new blank order in the Pending section without filling out any required fields. You can use this method to track one off custom projects or work that is not directly related to real estate listings. Since we don't enforce all the required fields, some automations might not work. You will then have to fill out everything, from the Customer's Name to the Invoice Amount.

Why am I not receiving the calendar invite for my shoot?

You can also view the documentation when your calendar invite is being marked as spam.

How do I reconnect/change my Dropbox account?

This can be easily done on the portal. Head over to Configure Booking > General, navigate through Dropbox, and click "Reconnect".

Please make sure you are signed in to the correct Dropbox account before clicking "Reconnect".

If you're on a Mac and using Safari, you might not be redirected to the Dropbox page after clicking "Reconnect" due to the pop-up blocker. If this happens, look for an icon in the website address bar (please see the screenshot below). Just click it to continue connecting your Dropbox account.

How do I import users to Tonomo?

If you need help importing users, please reach out to Tonomo Support on Slack. Just make sure you have a CSV file ready with your list of users.

Will the text message be scheduled along with the completion email when I set the schedule?

Yes! The text messages support the “Send Later” feature as well.

How to create a password for an agent account?

Creating a password for your agent only works if they log in using a phone number. If they use an existing password or log in with an email, they will need to reset their password and create a new one.

Here are the steps to create a password:

  1. Go to your login page.

  2. Enter the email and password.

  3. Click "Register with email."

To add a custom invoice, click the order to open the Order Details, go to the Sales section, and select Change Invoice. See our for more details.

To activate this functionality, please see this .

It should appear automatically. However, if you haven’t had any exchanges with the event sender, google will not add it the first time. For more details, please see this:

invoicing
documentation
https://knowledge.hubspot.com/automatically-create-meetings-on-a-google-calendar
Book a new order
Creating new orders through the scheduler
Reserving timeslot through the scheduler
Create a blank order - Manual Method
Order Status Preview
Pop-up icon